Open House Tool

The open house tool combines an advanced digital registration tool with the old-school process of holding open houses. With diligent open house marketing on behalf of the agent, a regular stream of home buyers walks in and out of the home. The open house tool has been updated and now includes a QR code for a touchless experience. This is an amazing opportunity to relationally connect but also become their go-to for all things real estate-related. 

The Ylopo open house tool adds your visitors/registrants to the suite of Ylopo tools making you the go-to for all real estate-related questions.

To learn how to use this tool, you can watch this video and scroll down for step-by-step instructions.

The first step to using this tool is to create an open house registration page.  

Step 1: Go to your Ylopo branded site and add /open-house to the end of the URL. Example: www.BrandedSite.com/open-house 

Step 2:  Input the MLS number of the house you are holding the open house for

Step 3: Select the agent holding the open house (this is powered by your team page)

Once you hit the “Create Open House link” button, a new page will load.

Tips on using this sign-in form:

1. Save the URL at the top as it will be the URL you use at the open house
2. For leads, without a phone, they are able to sign in through the sign-in button and register.
3. When a visitor fills out the form, they hit submit and the data they have provided will load into your CRM and a Stars lead page will be created.
4. After the visitor submits, a “Thank you message” will appear, and a few moments later the form will reload to be used by another visitor.
5. If using a device without an internet connection during your open house you can print the open house and it will remove the sign-in option. The QR Code will then be used to register still providing a touchless experience.

F.A.Q

Q: How does this work with my CRM?

A: This tool integrates with all CRMS except those with a one-way integration. The lead source in your CRM will show as Open House (Ylopo) so you can assign drip campaigns to this lead source.  

Q: Is there a drip campaign for this lead source?

A: Yes. It should be in the shared library in both Lion Desk and Follow Up Boss (FUB). For Firepoint, Sierra Interactive, Chime, and Zoho CRM users, you can request a copy of the Ylopo drips by contacting your CRM's support team. Other CRMs can request a copy from Ylopo at [e-mail].

Q: How do I change the questions on the form?

A: You need administrative access to your Squarespace site. If you type /config at the end of your branded site (ex: www.BrandedSite.com/config) you will be prompted to log in as an admin. Scroll to the bottom of the website>pages section of the website and select the form you want to edit. You can add questions with the responses in the form of radio buttons.

Q: Not all my agents show up on the list of open house agents. Why?

A: This means your agent does not have a Ylopo Stars profile linked to your branded site. Please contact [e-mail] so they can have the agent added.

Q: Do I need wi-fi for this?

A: Yes if using the sign in option. Some agents use a cellular tablet, a tablet, or laptop with a hotspot from their cell phone, or some users use their cellphone as the sign-in tool. The tool works best on larger devices such as tablets because the lead forms will be easier to complete.

Q: Open House Lead was assigned to the wrong agent. What do I do?

A: A short-term solution is to reassign the lead in your CRM. You can either search for the “Open House (Ylopo)” source or search the tags for “open_house”. Please reach out to [e-mail] if this persists.

Q: What device is it compatible with?

A: The tool can be used on any browser on any device as it is just a part of your branded website. Some have found for iOS that the app https://www.kioskproapp.com/ is best for using your tablet as a sign-in tool.

You may also visit our Support Center page on Branded Website

Please report any bugs found to [e-mail].

Disclaimer: Please note that the Squarespace user interface undergoes regular updates, and as a result, the appearance of any video or article may differ from the actual user interface. However, the provided instructions will still be applicable and relevant to your Squarespace/Ylopo Branded Site experience. 

Last Updated: 11/23/2023 Chris Gaerlan